Peer Group Agenda
Monday, October 21, 2019 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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7:00 AM - 7:30 AM | Breakfast and Networking | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
7:30 AM - 8:00 AM | Introduce Yourself & Meet Your Peer Group for the Day | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
8:00 AM - 8:45 AM | Set Your 2020 Personal and Practice Plans Dick Cross, WealthCounsel’s CEO, will share insights to help you achieve your personal and practice goals for the next 12 months. Learn how the Peer Group program will approach 2020 business plan development and strategic planning. Dick will walk attendees through his “back of the envelope” technique and Vision-Strategy-Execution model to ensure you are focusing on what matters most and thinking clearly about your law business. You will receive the V-S-E template as a takeaway to help jumpstart your strategic planning for 2020. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
8:45 AM - 9:30 AM | Add, Retain & Delight Your Clients Thomas M. Fafinkski, professional Peer Group facilitator and Virtus Law Co-Founder, will share how Peer Group members drive marketing, sales and client retention results. Learn about the importance of implementing a lead dashboard, which metrics to focus on, how to leverage the envelope theorem in your practice, and why we are all in the hospitality industry. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
9:30 AM - 10:15 AM | Are You Getting The Most Out of Your Practice? Nathan W. Nelson, professional Peer Group facilitator and Virtus Law Co-Founder, will teach attendees how Peer Group members are measuring and tracking productivity for themselves and their team - and how optimizing your workflow could significantly reshape your practice. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
10:15 AM - 10:35 AM | Break (Hotel Checkout Opportunity) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
10:35 AM - 11:20 AM | Maximizing Effectiveness & Measuring Success Learn how to effectively assemble and manage resources, processes, procedures, and systems into an office that multiplies your practice’s effectiveness and drives financial results. Attendees will leave with a deeper understanding of industry standards and which key metrics are critical to your practice’s success. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
11:20 AM - 12:00 PM | Technology Shares Learn from one another and gain insights on practice management and leadership tools and technology. Take home a list of solutions to help you improve yourself and your practice. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
12:00 PM - 12:15 PM | Break | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
12:15 PM - 2:15 PM | Lunch & Hot Topics Come prepared to collaborate with fellow members, professional facilitators and WealthCounsel staff about your practice’s deepest needs, questions and concerns. Take home solutions that will help you achieve your personal and professional goals - and expand your professional network in the process. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
2:15 PM - 2:30 PM | Q&A | Closing Remarks |